Core Portfolio 701 vs The Middle Path 269

How $10,000 would have grown in each — compared across total return, income, NAV, and risk.

Compared over their common history since Jan 2026.

Judge on

Window

Core Portfolio 701

Medium riskMedium reward

7.4%

yield · $62/mo per $10k

WinnerThe Middle Path 269

Medium riskLow reward

3.4%

yield · $29/mo per $10k

The Middle Path 269 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Core Portfolio 701The Middle Path 269Distributions reinvested · hypothetical, fixed weights

Total Return0–2

4.1%

Total Ret.

5.7%

11.6%

CAGR

16.5%

Income2–1

7.4%

Yield

3.4%

$62

Income

$29

0.78

Steadiness

0.76

Principal / NAVeven

1.4%

NAV

4.5%

-3.9%

Max DD

-4.0%

Risk3–1

3.7

Risk-Adj.

5.1

3.53

Sortino

3.30

6.3%

Volatility

8.5%

2.3

Safety

2.5

Holdings overlap

10% overlap

Core Portfolio 701 only

FPE 10%AMLP 10%ANCFX 10%CAIBX 10%XPAY 10%QDVO 9%VRP 8%BIZD 8%BIL 8%SGOV 8%

Shared

BKLN 10%

The Middle Path 269 only

FDL 13%SCHH 13%CGCP 13%IDV 13%JAAA 13%VNQ 12%IYR 12%

The risk-first read

The Middle Path 269 wins. Core Portfolio 701 dangles a bigger 7.4% headline yield, but after NAV erosion its total return (4.1%) trails The Middle Path 269's 5.7% — and at a higher risk tier (2.3 vs 2.5). The classic yield trap.

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Run your own matchups

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Growth is a hypothetical, fixed-weight backtest with distributions reinvested at ex-date since Jan 2026 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.